Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Top ESG Fund Managers' Favourite Global Shares
| FUND BEST IDEAS: GLOBAL SUSTAINABLE | |
| 26/1/2022 | No. Funds |
| Microsoft Corp | 9 |
| Thermo Fisher Scientific Inc | 7 |
| Alphabet Inc Class A | 6 |
| Apple Inc | 3 |
| Linde PLC | 3 |
| Schneider Electric SE | 3 |
| Taiwan Semiconductor Manufacturing Co Ltd | 3 |
| Adobe Inc | 2 |
| ASML Holding NV | 2 |
| AstraZeneca PLC | 2 |
| Bank of America Corp | 2 |
| KDDI Corp | 2 |
| Mastercard Inc Class A | 2 |
| NVIDIA Corp | 2 |
| Roche Holding AG | 2 |
| SVB Financial Group | 2 |
| Synopsys Inc | 2 |
| Visa Inc Class A | 2 |
| Accenture PLC Class A | 1 |
| Agilent Technologies Inc | 1 |
| Airtac International Group | 1 |
| American Tower Corp | 1 |
| American Water Works Co Inc | 1 |
| Amplifon SpA Az nom Post Frazionamento | 1 |
| Anthem Inc | 1 |
| Applied Materials Inc | 1 |
| Autodesk Inc | 1 |
| Booking Holdings Inc | 1 |
| Cadence Design Systems Inc | 1 |
| Clean Harbors Inc | 1 |
| Compagnie de Saint-Gobain SA | 1 |
| Corporacion Acciona Energias Renovables SA | 1 |
| Danaher Corp | 1 |
| Danone SA | 1 |
| Endava PLC ADR | 1 |
| Essity AB Class B | 1 |
| Evoqua Water Technologies Corp | 1 |
| Experian PLC | 1 |
| Fresenius Medical Care AG & Co. KGaA | 1 |
| Icon PLC | 1 |
| Intuit Inc | 1 |
| IQVIA Holdings Inc | 1 |
| Keyence Corp | 1 |
| Kornit Digital Ltd | 1 |
| Laboratory Corp of America Holdings | 1 |
| Lonza Group Ltd | 1 |
| L'Oreal SA | 1 |
| Mettler-Toledo International Inc | 1 |
| Motorola Solutions Inc | 1 |
| MSCI Inc | 1 |
| Nestle SA | 1 |
| Netflix Inc | 1 |
| Nike Inc Class B | 1 |
| Novartis AG | 1 |
| Novo Nordisk A/S Class B | 1 |
| PTC Inc | 1 |
| Republic Services Inc | 1 |
| Roche Holding AG Dividend Right Cert. | 1 |
| Salesforce.com Inc | 1 |
| Shopify Inc Registered Shs -A- Subord Vtg | 1 |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 1 |
| Tesla Inc | 1 |
| Texas Instruments Inc | 1 |
| The Descartes Systems Group Inc | 1 |
| Waste Management Inc | 1 |
| Waters Corp | 1 |
| Zurich Insurance Group AG | 1 |
source: Morningstar
*based on top 5 holdings
Learn from the best
Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.
Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters.
Walter Price: "The Chinese are a force to be reckoned with in technology"
Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.
Roddy Snell: “I’ve rarely been so bullish on Asia”
Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.
